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Financial Wellness and Literacy Survey

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

PASFAA Thanks our Business Partners.

We are planning a 50-minute financial wellness/literacy panel session for PASFAA’s Virtual Conference 2021 and would greatly appreciate your input (please complete the survey, below).

If you are attending the Fall Conference, we hope you will join us at the session on Tuesday, October 26th at 3:00 pm!

Session Panelists:

Katrina Kelly, KKELLY3@wcupa.edu
Shelby Maguire, smithsh@lafayette.edu
Joel Philistin, jop131@pitt.edu
Keri Neidig, Keri.Neidig@salliemae.com
Melony Ohalek, Melony.Ohalek@salliemae.com

Financial Wellness and Literacy Survey

1. During our 50-minute panel discussion, how beneficial would it be to learn more about the following:
a. How to build a program with a limited budget.*
- Very Beneficial
- Beneficial
- Neutral
- Somewhat Beneficial
- Not Beneficial At All
b. How to best leverage students to manage your program.*
- Very Beneficial
- Beneficial
- Neutral
- Somewhat Beneficial
- Not Beneficial At All
c. Successful collaboration across your University Community.*
- Very Beneficial
- Beneficial
- Neutral
- Somewhat Beneficial
- Not Beneficial At All
d. How to drive student engagement.*
- Very Beneficial
- Beneficial
- Neutral
- Somewhat Beneficial
- Not Beneficial At All
e. How COVID-19 has shifted financial wellness on campus.*
- Very Beneficial
- Beneficial
- Neutral
- Somewhat Beneficial
- Not Beneficial At All
Please provide any additional topics you believe would be beneficial.
2. Make your selection for each of the following questions as it relates to your existing program resources or tools you would be willing to provide to the panel *for sharing/discussion with session attendees. If willing to share, please send to any of the presenters (names and email addresses above).
a. A needs assessment/survey designed to learn more about our students’ interest in financial wellness topics, preferred communications channels, and programming preferences.
- Yes
- No
b. A needs assessment more specifically dealing with students’ financial challenges/needs.
- Yes
- No
c. Outcome Assessments: measuring the effectiveness of your financial wellness programs.
- Yes
- No
d. Required financial literacy curriculum for undergraduates.
- Yes
- No
e. Coaching- Peer mentor tools
- Yes
- No
f. Success Stories/Programming
- Yes
- No
g. Lessons Learned
- Yes
- No
Please tell us about yourself
How long have you been in financial aid?
- <5 years
- 5- 9 years
- 10-14 years
- 15-19 years
- 20-24 years
- 25+ years
What is your role?
- Financial Wellness Program Director
- Financial Aid Director
- Assistant/Associate Financial Aid Director
- Counselor
- Support Staff
What is your institution type?
- Business Trade and Technical
- Graduate/Professional
- Institutional Support Services
- Nursing
- PASSHE
- Public Two-Year
- Private
- State-Related
PASFAA Post - PASFAA's Quarterly Newsletter
Did you know that the PASFAA Post has highlighted a few campus programs in the past, including that of Lafayette College and Arcadia University?
- No, I'll go read it right now!
- Yes, I would like to see more articles in the Post about what other schools are doing!
- I am not a PASFAA member and so do not have access to the quarterly newsletter.
Survey Complete!
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